Salesforce Tableau CRM & Einstein Discovery Consultant Exam Guide

The Salesforce Tableau CRM & Einstein Discovery Consultant certification is tailored for professionals who specialize in harnessing the power of Tableau CRM and Einstein Discovery for advanced data analysis and insights. This credential validates the candidate's expertise in various aspects of these platforms, including data ingestion, security implementation, and the creation of impactful dashboards. By earning this certification, individuals demonstrate their ability to design, develop, and support apps, datasets, dashboards, and stories using Tableau CRM and Einstein Discovery.

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This certification exam evaluates candidates on a wide range of knowledge and skills related to Tableau CRM and Einstein Discovery. Successful candidates should possess hands-on experience in dataset management, advanced Salesforce Analytics Query Language (SAQL) coding, and the creation of visually appealing dashboards for both desktop and mobile devices. Proficiency in user provisioning, data migration, and the governance of dashboards and datasets is also essential. Furthermore, candidates should have a strong understanding of Einstein Discovery, data science concepts, and data modeling to excel in this certification.

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To succeed in the Salesforce Tableau CRM & Einstein Discovery Consultant exam, candidates should have practical experience working with Tableau CRM, Einstein Discovery, and other business intelligence (BI) and reporting tools. Proficiency in reading and writing SAQL and SOQL, as well as expertise in developing ETL processes for dataset preparation and management, are key requirements. A solid understanding of dashboard and user experience (UX) design principles is crucial for creating meaningful and impactful dashboards. While Salesforce administration and configuration knowledge is not mandatory, it can be advantageous for candidates pursuing this certification.

 

Who is it for

The Salesforce Certified Tableau CRM and Einstein Discovery Consultant credential is aimed at individuals who have a solid understanding of data ingestion processes, security and access implementations, and dashboard creation within Tableau CRM and Einstein Discovery. This certification validates the candidate's ability to design, build, and support apps, datasets, dashboards, and stories using these platforms. It is particularly relevant for professionals with at least one year of experience in Tableau CRM and Einstein Discovery domains. By obtaining this certification, individuals can demonstrate their expertise and proficiency in leveraging Tableau CRM and Einstein Discovery to derive valuable insights from data and drive informed decision-making.

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The Salesforce Certified Tableau CRM and Einstein Discovery Consultant exam is tailored to individuals who possess comprehensive knowledge and skills in various aspects of Tableau CRM and Einstein Discovery. This includes dataset management, permissions and security implementations, advanced Salesforce Analytics Query Language (SAQL) coding, and creating interactive dashboards for both desktop and mobile devices. Candidates are expected to have experience in frontend tasks such as chart selection and dashboard design, as well as administrative and middle-tier tasks such as user provisioning, data migration, and governance of dashboards and datasets. Furthermore, familiarity with Einstein Discovery, data science concepts, and data modeling is beneficial for aspiring consultants seeking this credential.

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To excel in the Salesforce Certified Tableau CRM and Einstein Discovery Consultant exam, candidates should have hands-on experience with Tableau CRM, Einstein Discovery, and other business intelligence (BI) and reporting tools. They should be adept at working with Salesforce Analytics Query Language (SAQL) and Salesforce Object Query Language (SOQL), and possess skills in ETL processes, dataset preparation, and management. Additionally, a strong understanding of dashboard and user experience (UX) design principles is crucial. Candidates should also be knowledgeable in administering, configuring, and securing Tableau CRM. While optional, familiarity with Salesforce administration and configuration can be advantageous.

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 Key capabilities expected from the candidate include:

1. Data Ingestion and Management: Candidates should demonstrate proficiency in extracting and loading data into the Tableau CRM application using Data Manager. They should understand how to create datasets and have knowledge of the Model-View-Controller (MVC) pattern. Additionally, candidates should be able to implement refreshes, data sync (replication), and recipes to meet business needs.

2. Security Implementation: Candidates should possess the skills to configure and manage security settings within Tableau CRM. This includes managing users, groups, and profiles to ensure appropriate access control. They should also understand how to implement row-based security requirements using security predicates and apply sharing settings based on user, role, and group requirements.

3. Dashboard Design and Implementation: Candidates should have the ability to design and create meaningful and visually appealing dashboards. They should apply user experience (UX) design principles and Tableau CRM best practices to deliver dashboards that meet customer requirements. Candidates should be able to define lens visualizations, develop dynamic calculations, and configure interactions and bindings. Proficiency in Salesforce Analytics Query Language (SAQL) is necessary for building lenses, configuring joins, and connecting data sources.

4. Einstein Discovery and Advanced Analytics: Candidates should be familiar with Einstein Discovery and its capabilities for data preparation, analysis, and story creation. They should understand how to prepare data for story output, analyze and improve story results, and enable prediction features across Salesforce CRM and Tableau CRM.

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These key capabilities form the foundation for success in the Salesforce Tableau CRM & Einstein Discovery Consultant role and are assessed in the corresponding certification exam.

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Purpose of this Exam Guide

The purpose of this Exam Guide is to provide candidates with a comprehensive understanding of the Salesforce Tableau CRM & Einstein Discovery Consultant certification exam. This guide serves as a valuable resource to evaluate readiness and prepare for the exam effectively.

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The Exam Guide offers detailed information about the target audience for the certification, recommended training and references, and a complete outline of the exam objectives. By studying this guide, candidates can gain insights into the knowledge and skills required to pass the exam and achieve certification.

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Salesforce highly recommends a combination of on-the-job experience, training course completion, self-study, and hands-on practice to maximize the chances of success. The Exam Guide acts as a roadmap, directing candidates towards the necessary resources and training materials to enhance their proficiency in Tableau CRM and Einstein Discovery.

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By following the guidance provided in this Exam Guide and investing time in studying the recommended materials, candidates can better understand the exam expectations, increase their knowledge, and improve their chances of obtaining the Salesforce Tableau CRM & Einstein Discovery Consultant certification.

 

About the Exam

This section provides important details about the Salesforce Tableau CRM & Einstein Discovery Consultant exam, which will help you prepare effectively for the certification.

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• Content: The exam consists of 60 multiple-choice and multiple-select questions, along with up to 5 unscored questions. These questions are designed to evaluate your knowledge and skills in various areas related to Tableau CRM and Einstein Discovery. They cover topics such as data ingestion processes, security and access implementations, dashboard creation, and more.

• Time Allotted: You will have 90 minutes to complete the exam. It is crucial to manage your time wisely to ensure you can carefully read and respond to all the questions within the given timeframe.

• Passing Score: To pass the exam and earn the Salesforce Tableau CRM & Einstein Discovery Consultant certification, you need to achieve a minimum passing score of 68%. This score reflects your proficiency in the key concepts and tasks associated with Tableau CRM and Einstein Discovery.

• Registration Fee: The exam registration fee is USD 200, plus applicable taxes as required by local law. This fee covers the administrative costs associated with the exam registration process.

• Retake Fee: If you do not pass the exam on your first attempt, a retake fee of USD 100, plus applicable taxes as required per local law, will be charged for subsequent attempts. It is important to thoroughly prepare for the exam to increase your chances of passing on your initial try.

• Delivery Options: The exam can be taken either at a testing center or in an online proctored environment. The testing center option allows you to take the exam onsite at a designated location, while the online proctored option enables you to take the exam remotely from anywhere with a reliable internet connection. Both options ensure a secure and monitored testing environment.

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As you embark on your journey to become a Salesforce Tableau CRM & Einstein Discovery Consultant, familiarize yourself with these important exam details. Understanding the exam structure, time constraints, passing score, fees, and delivery options will contribute to a more effective and successful exam preparation experience.

 

Recommended Training and References

To excel as a Salesforce Tableau CRM & Einstein Discovery Consultant, we highly recommend a comprehensive approach that combines hands-on experience, training courses, Trailhead trails, and self-study. By leveraging these resources, you can develop a strong foundation and proficiency in Tableau CRM and Einstein Discovery.

Self-Study Materials:

1. Trailmix: Learn Tableau CRM Plus:

   • This Trailmix provides a curated collection of learning modules, trails, and resources to help you understand and master Tableau CRM. It covers various aspects of Tableau CRM Plus, including data integration, dashboard design, analytics, and security.

2. Trailhead Trails:

   • Explore with Tableau CRM: This trail offers a guided exploration of Tableau CRM's capabilities and features. It covers topics such as data exploration, visualization, and dashboard creation.

   • Gain Insight with Einstein Discovery: This trail focuses on Einstein Discovery, helping you understand how to leverage predictive analytics and machine learning to gain valuable insights from your data.

   • Tableau CRM Apps Basics: This trail provides an introduction to building and administering Tableau CRM apps. It covers topics like app creation, data management, and security.

   • Build and Administer Tableau CRM: This trail delves deeper into the administration aspects of Tableau CRM, including managing datasets, security settings, and user access.

   • Accelerate Tableau CRM with Apps: This trail explores advanced topics related to Tableau CRM apps, such as app optimization, app lifecycle management, and app distribution.

Trailhead Superbadge:

• CRM Analytics and Einstein Discovery Insights Specialist: This superbadge focuses on applying your knowledge of Tableau CRM and Einstein Discovery to solve real-world business problems. It provides hands-on challenges that test your skills in data analysis, visualization, and predictive analytics.

Training Courses:

1. Building Lenses, Dashboards, and Apps in CRM Analytics (ANC201):

   • This instructor-led course provides comprehensive training on building lenses, dashboards, and apps using Tableau CRM. It covers topics such as data modeling, dashboard design, and app development.

2. Implement and Manage CRM Analytics (ANC301):

   • This instructor-led course focuses on the implementation and management of Tableau CRM analytics solutions. It covers advanced topics such as dataset management, security configuration, and performance optimization.

Reference Documentation:

• Data Layer: This documentation provides detailed information on the data layer of Tableau CRM, including data integration, data modeling, and data sources.

• Bring Data into Tableau CRM: This documentation covers various methods and best practices for bringing data into Tableau CRM, including Salesforce data synchronization, external data sources, and data connectors.

• Avoid Data Drift with Periodic Full Sync: This documentation explains how to avoid data drift issues by performing periodic full synchronization between Tableau CRM and Salesforce.

• Sync Salesforce Data Incrementally in Data Sync: This documentation provides guidance on incremental data synchronization between Salesforce and Tableau CRM using Data Sync.

• Manage Datasets: This documentation covers the management of datasets in Tableau CRM, including creating, updating, and deleting datasets.

• Data Integration Guide: This guide offers detailed information on integrating data from various sources into Tableau CRM, including data connectors, data prep recipes, and transformation steps.

• Analytics External Data API Developer Guide: This guide provides developer-focused documentation on the Analytics External Data API, enabling you to extend Tableau CRM with custom data sources and integrations.

• Security: This documentation focuses on the security aspects of Tableau CRM, including user access control, data security, and authentication mechanisms.

• Manage and Share Tableau CRM in Apps: This documentation explains how to build, manage, and share Tableau CRM apps, including configuring app settings, managing app templates, and distributing apps to users.

• Salesforce Sharing Inheritance for Datasets: This documentation describes the sharing inheritance behavior for datasets in Tableau CRM, helping you understand how dataset access is inherited based on user permissions.

• Predicate Expression Syntax for Datasets: This documentation provides information on the predicate expression syntax used for dataset filtering in Tableau CRM.

• Row-Level Security for Datasets: This documentation explains how to implement row-level security for datasets in Tableau CRM, allowing you to control data visibility based on user roles and criteria.

• Admin: This documentation covers the administration aspects of Tableau CRM, including platform setup, configuration, and maintenance.

• Set Up the Tableau CRM Platform: This documentation guides you through the initial setup and configuration of the Tableau CRM platform, including data synchronization, user management, and security settings.

• Deploy Tableau CRM Templates: This documentation explains how to deploy pre-built Tableau CRM templates to jumpstart your analytics projects.

• Analytics Templates Developer Guide: This guide provides information for developers on creating and customizing analytics templates in Tableau CRM.

• Tableau CRM Encryption: This documentation provides details on data encryption and security measures in Tableau CRM, ensuring the protection of sensitive data.

• Deploy Your Changes: This documentation explains the deployment process for changes made to Tableau CRM, including datasets, lenses, dashboards, and apps.

• Tableau CRM Migration, Packaging, and Distribution: This documentation covers the migration, packaging, and distribution of Tableau CRM assets, ensuring seamless deployments across environments.

• Tableau CRM Limits: This documentation provides information on the limits and capabilities of Tableau CRM, helping you understand the constraints and scalability considerations.

• Tableau CRM Dashboard Design: This documentation offers best practices and guidelines for designing effective and visually appealing dashboards in Tableau CRM.

• Best Practices for Building Your Own Tableau CRM Dashboard: This documentation provides recommendations for building custom dashboards in Tableau CRM, including data modeling, visualization techniques, and user experience considerations.

• Tableau CRM Dashboard Implementation: This documentation provides step-by-step instructions on implementing Tableau CRM dashboards, covering various aspects such as data binding, filtering, and interactivity.

• Explore and Visualize Your Data in Tableau CRM: This documentation helps you explore and visualize your data effectively in Tableau CRM, utilizing features like lenses, charts, tables, and filters.

• Build Tableau CRM Dashboards: This documentation guides you through the process of building interactive and insightful dashboards in Tableau CRM, covering layout design, component configuration, and data visualization techniques.

• Progressive Disclosure (Loading): This documentation explains progressive disclosure techniques to optimize dashboard loading and performance in Tableau CRM.

• Embed and Customize Tableau CRM: This documentation provides information on embedding Tableau CRM dashboards into external applications and customizing their appearance and behavior.

• Tableau CRM Bindings Developer Guide: This guide provides developer-focused documentation on using bindings in Tableau CRM to create interactive and dynamic dashboards.

• Tableau CRM REST Query Resource: This documentation explains how to use the Tableau CRM REST Query resource to execute queries and retrieve data from datasets.

• Tableau CRM SAQL Reference: This reference documentation provides a comprehensive overview of the SAQL (Salesforce Analytics Query Language) syntax and functions used in Tableau CRM.

• Timeseries SAQL Statement: This documentation focuses on using the Timeseries SAQL statement to perform time-based analysis and forecasting in Tableau CRM.

• Tableau CRM Extended Metadata (XMD) Reference: This reference documentation provides detailed information on the Extended Metadata (XMD) framework used in Tableau CRM for advanced customization and configuration.

• Run Your Dashboards Faster with the Dashboard Inspector: This documentation explains how to use the Dashboard Inspector tool in Tableau CRM to analyze and optimize dashboard performance.

• Einstein Discovery Story Design: This documentation provides guidance on designing effective stories in Einstein Discovery, covering story structure, data preparation, and insight generation.

• Explore Stories: This documentation explains how to explore and interact with stories in Einstein Discovery, utilizing various visualization options and insights.

• View Model Metrics: This documentation focuses on understanding and interpreting model metrics in Einstein Discovery, helping you evaluate and improve model performance.

• Einstein Discovery Limits: This documentation provides information on the limits and considerations when using Einstein Discovery, ensuring optimal usage and scalability.

• Optimize Data for Predictive Analytics: This documentation provides best practices for preparing and optimizing data for predictive analytics in Einstein Discovery.

• Display Einstein Discovery Predictions in a Salesforce Object: This documentation explains how to integrate Einstein Discovery predictions into Salesforce objects, allowing you to leverage predictive insights within your Salesforce workflow.

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Exam Outline

The Salesforce Tableau CRM and Einstein Discovery Consultant exam measures a candidate's knowledge and skills in the following areas:

Data Layer (24%)

• Extracting and loading data into Tableau CRM using Data Manager

• Understanding how Salesforce platform features align with the Model-View-Controller (MVC) pattern

• Implementing refreshes, data sync, and recipes to meet business needs

• Extending application capabilities using the AppExchange

• Understanding Tableau CRM API and its capabilities

• Designing solutions that adhere to recipe limits

Security (11%)

• Implementing necessary security settings for Tableau CRM assets, including users, groups, and profiles

• Configuring row-based security and security predicates for datasets

• Enabling app sharing based on user, role, and group requirements

Administration (9%)

• Managing migration from sandbox to production orgs using change management strategies

• Managing dataset extended metadata (XMD) to affect labels, values, and colors

• Improving dashboard performance by restructuring datasets and data using lenses, pages, and filters

• Enabling Tableau CRM and configuring options and access based on business and access requirements

Tableau CRM Dashboard Design (19%)

• Determining and defining customer dashboarding needs based on specific situations

• Creating meaningful and relevant dashboards using user experience (UX) design principles and Tableau CRM best practices

• Customizing existing Tableau CRM template apps to meet business requirements

Tableau CRM Dashboard Implementation (18%)

• Defining lens visualizations, charts, dimensions, and measures based on business requirements

• Developing selection and results bindings/interactions with static queries

• Creating regression time series based on business expectations

• Developing dynamic calculations using compare tables

• Using Salesforce Analytics Query Language (SAQL) to build lenses, configure joins, and connect data sources for business requirements beyond the standard UI

Einstein Discovery Story Design (19%)

• Preparing data for story output in Einstein Discovery by accessing data and adjusting outputs

• Analyzing story results and suggesting improvements based on initial customer expectations

• Adjusting data parameters, adding/removing data, and improving the story based on derived results and insights

• Understanding models in production and enabling prediction features across Salesforce CRM and Tableau CRM.

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These objectives outline the key areas of knowledge and skills that will be assessed in the Salesforce Tableau CRM and Einstein Discovery Consultant exam. It is recommended to study and prepare for each of these areas to increase your chances of success in the certification exam.